Anthony Miranda
Senior Vice President, Wealth Management Advisor, Retirement Benefits Consultant
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Anthony Miranda
Anthony (Tony) joined Merrill in 1997 after working several years in public accounting…
Experience
Wealth Management Advisor, Senior Vice President
Jun 2003 — Present
Education
State University of New York at Albany
Bachelor's Degree
1989 — 1993
Skills
- Risk Analysis
- Generational Wealth Planning
- Portfolio Managment
- Goals Based Investment Strategies
- Retirement Benefits Advisor
- Social Security Analysis
- Family Business Management
- Strategic Wealth Planning
- Working with Business Owners
- Multi-Generational Family Wealth Advising
- Strategic Planning
- Financial Planning
- Financial Advising
- Portfolio Management
- Customized Investment Strategies
- Investment Management
- Retirement Planning - Personal and Institutional
- Investments
- Goals Based Asset Management
- Business Financial Strategies
- Goals Based Planning
- Wealth Management
- Wealth Strategy for Families Who Own a Business
- Retirement Plans for Business
- Mutual Funds
- Risk Management Strategies
- Financial Analysis
- Small Business Retirement Plans
- Retirement Planning
- Investment Income Strategies
- Goals Based Analysis for Wealth Management
- Multigenerational Wealth Planning
- Goals-Based Wealth Planning
- Family Financial Advisor
- Personal Retirement Strategies
- Net-Worth Analysis and Wealth Allocation
- Wealth Management Strategies
- Business Succession Planning
- Wealth Management and Investment Planning
- Financial Management Strategies
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